Anti Fund has closed a $100 million growth fund. Jake Paul and Geoff Woo are the partners. Their portfolio includes SpaceX, OpenAI, Anthropic, Anduril, Cognition, Etched, and Modal. That list is not accidental. It maps almost exactly to the infrastructure layer of the current AI buildout.
The core argument Paul and Woo make is that attention, culture, and distribution are durable competitive advantages in the AI era, not just nice-to-haves. That framing deserves scrutiny, and the conversation earns it. The timestamps covering founder psychology at 13:41 and investing taste at 1:00:05 are where the real substance lives, not the fund announcement.
What makes this worth reading in full is the tension: a celebrity co-GP structure attached to a serious technical portfolio raises legitimate questions about signal versus noise in venture. Woo has a background in biotech and nootropics company HVMN. Paul brings distribution at scale. Whether that combination produces alpha or just headlines is the question this episode actually tries to answer.
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